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Regional Wealth Planning Director - Lead & Grow
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-09-01
Listing for:
IDEX Consulting Ltd
Full Time
position Listed on 2026-09-01
Job specializations:
-
Management
Wealth Management
Job Description & How to Apply Below
IDEX Consulting Ltd. in Edinburgh seeks a Regional Financial Planning Director to steer a Wealth management firm's regional agenda. You will lead a high-performing adviser team, coach for performance, and champion digital adoption to grow net revenue and assets. This boardroom-ready role offers real strategic influence and a negotiable bonus package.
You'll drive growth across key client portfolios and shape the wealth proposition while maintaining exceptional client service in a dynamic market.
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